Curi Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Curi Wealth Management’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-173,270	Closed	-$20.3M	–	60
2023 Q4	$20.3M	Buy	173,270 +1,328	+0.8%	+$152K	2.8%	7
2023 Q3	$19.5M	Sell	171,942 -17,617	-9%	-$2.01M	2.98%	5
2023 Q2	$21.8M	Buy	189,559 +16,869	+10%	+$1.98M	2.95%	6
2023 Q1	$20.3M	Buy	172,690 +112,989	+189%	+$13.1M	2.92%	6
2022 Q4	$6.86M	Sell	59,701 -24,234	-29%	-$2.78M	0.96%	35
2022 Q3	$9.59M	Buy	83,935 +18,734	+29%	+$2.22M	1.59%	26
2022 Q2	$7.78M	Buy	65,201 +2,083	+3%	+$249K	1.5%	28
2022 Q1	$7.7M	Buy	+63,118	New	+$7.92M	1.33%	31

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Curi Wealth Management's IEI Position: Q1 2024 in Review

Curi Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q1 2024, closing a stake of 173,270 shares — an estimated $20.3M sold.

Curi Wealth Management first reported a position in IEI in Q1 2022 and held it in 8 quarters. The position peaked at $21.8M in Q2 2023. 669 funds tracked by Wall St. Rank hold IEI as of Q1 2024.

Curi Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 173,270 iShares 3-7 Year Treasury Bond ETF shares in Q1 2024, an estimated $20.3M.
Curi Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2022 and held it in 8 quarters.
Curi Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $21.8M in Q2 2023.
669 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.